SINOMED(SH:688108) Sou Hu Cai Jing·2025-08-07 02:24Core Viewpoint - The medical device sector is experiencing significant activity, with several companies seeing substantial stock price increases following positive regulatory news and government support for domestic innovation [1][3]. Group 1: Company Performance - Companies such as Sainuo Medical and Zhonghong Medical have seen their stock prices surge, with Sainuo Medical rising by 20.01% to 17.03 and Zhonghong Medical increasing by 19.99% to 16.21 [2]. - Other notable performers include Yangpu Medical, which rose by 10.86%, and Shangrong Medical, which increased by 9.90% [2]. Group 2: Regulatory Developments - Sainuo Medical's subsidiary received breakthrough medical device designation from the FDA for its COMETIU self-expanding intracranial drug-coated stent system, marking a significant milestone in the treatment of intracranial atherosclerotic stenosis [3]. - The National Medical Products Administration has approved new measures to support the innovation of high-end medical devices, which will benefit domestic manufacturers [3]. Group 3: Market Opportunities - New government procurement policies will exclude EU companies from participating in medical device purchases over 45 million yuan, creating opportunities for domestic manufacturers [3]. - The focus on high-end medical equipment and diagnostic instruments is expected to enhance the competitiveness and market share of companies with independent R&D capabilities [3]. - Companies with international market presence are likely to benefit from accelerated growth opportunities as domestic medical device firms expand globally [3].